How-To Create A Custom Field

Did you know that while DocuSign offers its customers the ability to get documents signed with electronic signature, we also enable you to get MORE?

More what? More information! With Custom Fields, you can capture complete, accurate data from your signers. Custom Fields can be configured to require that data be entered to meet the requirements you set.

If you've already created a secured field, you'll find them in Custom section of the Envelope Tagging screen.

To modify and save a custom tag: drag a data field and click the hand icon to edit the property.

To find the attributes you want: you can specify whether text or numbers are allowed.

To specify a specific pattern of text and or numbers: you can use the regular expression, or “Regex Pattern” field.

Click the “Save as Custom” button if you want to use the custom field again.

For more information, consult the online users' guide. The video below will show you what creating a custom field looks like in the DocuSign console.

Want more information about DocuSign? You can catch us in person at the Keller Williams Family Reunion in New Orleans, February 20th - 24th in booth #456. You can also learn more on our electronic signature Web site and Facebook Page.

More technically inclined? Interested in customizing DocuSign electronic signature to work with your existing technology? It's not too late to register for a free DocuSign Developer Live Webinar, which takes place Wednesday, Feburary 17th, from 1:00 - 2:00 pm PST.

Check back on the blog regularly, as we continue to create new features, solicit feedback and share stories about how DocuSign electronic signature enables you to securely send, sign and store your digital documents with confidence!